Best Investors Account Sign in

Susan Flanagan

Strategic Advisers LLC

Yorktown Heights, NY

Chappaqua, NY

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Yorktown Heights, NY • United States

480 Bedford Road, Chappaqua, NY 10514-1715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alliancebernstein Investments, Inc. Secaucus NJ 03/2006 07/2022
Fidelity Investments Scarsdale NY 11/2022 Present
Unemployed Yorktown Heights NY 07/2022 11/2022
Fidelity Investments Boston MA 03/2025 Present
  • 03/2006 → 07/2022
    Alliancebernstein Investments, Inc.
    Secaucus, NJ
  • 11/2022 → Present
    Fidelity Investments
    Scarsdale, NY
  • 07/2022 → 11/2022
    Unemployed
    Yorktown Heights, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scarsdale, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-01
S63 Uniform Securities Agent State Law Examination 2006-05-22
  • S66 Uniform Combined State Law Examination
    2023-05-01
  • S63 Uniform Securities Agent State Law Examination
    2006-05-22
Other Names
  • Susan A Caruso
  • Susan A Flanagan
  • Susan Flanagan

View on SEC IAPD

More in Yorktown Heights, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor